Pension Notification Letter

Please complete this form to issue the pension notice. Fields marked * are required.

1. Employee details

1.1 Employee name *

1.2 Date of birth *

1.3 Employee email *

1.4 Employee phone *

1.5 Employee address *

2. Employment & pay details

2.1 Pay type details *

2.2 Employment start date *

2.3 Contracted hours per week *

2.4 Wages per hour (£) *

2.5 Enrolment date *

2.6 Form date & time (auto-filled)

3. Pension notice text (expandable)

Open/close the pension notice wording

To help people save more for their retirement, all employers are required by law to provide a workplace pension scheme for certain staff and to pay money into it. We have enrolled you (or will enrol you) on [enrolment_date] into our workplace pension scheme for this pay period because you met all of the following criteria: • You earn over £192 per week (or £833 per month) • You are aged 22 or over • You are under State Pension age You can opt out of the pension scheme if you wish. However, if you stay enrolled, you will build your own personal pension for retirement. Your pension belongs to you, even if you leave employment with us in the future. Both you and the Company will pay contributions into the pension each pay period, and the government may also contribute through tax relief (subject to HMRC rules). The information provided with this notice explains automatic enrolment in more detail. You will also receive a starter pack directly from the pension scheme.

4. Signatures (two columns)

4.1 Employee signature *

4.2 Employee name (for signature) *

4.3 Manager signature *

4.4 Manager name (for signature) *

Confirmation & Privacy

I confirm these fields are correct and I authorise sending the pension notice/letter to the staff member.

I understand my information will be processed for employment administration and workplace pension compliance purposes.